AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.37B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,931
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$27.2M
3
+$17.4M
4
BERY
Berry Global Group, Inc.
BERY
+$16.3M
5
K icon
Kellanova
K
+$6.91M

Top Sells

1
+$161M
2
+$48.4M
3
+$22.3M
4
KSS icon
Kohl's
KSS
+$17.8M
5
HLIT icon
Harmonic Inc
HLIT
+$15.2M

Sector Composition

1 Industrials 18.63%
2 Technology 12.55%
3 Healthcare 11.32%
4 Consumer Discretionary 8.51%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$8.64K ﹤0.01%
620
-150
1252
$8.63K ﹤0.01%
+400
1253
$8.49K ﹤0.01%
1,320
1254
$8.47K ﹤0.01%
1,068
1255
$8.39K ﹤0.01%
100
1256
$8.37K ﹤0.01%
+400
1257
$8.35K ﹤0.01%
96
1258
$8.35K ﹤0.01%
+142
1259
$8.3K ﹤0.01%
270
1260
$8.22K ﹤0.01%
1,386
1261
$8.12K ﹤0.01%
250
1262
$8.1K ﹤0.01%
86
1263
$8.08K ﹤0.01%
148
1264
$8.04K ﹤0.01%
214
1265
$8.03K ﹤0.01%
325
-95
1266
$8.01K ﹤0.01%
44,500
1267
$7.96K ﹤0.01%
136
+85
1268
$7.92K ﹤0.01%
200
1269
$7.85K ﹤0.01%
50
1270
$7.84K ﹤0.01%
950
1271
$7.68K ﹤0.01%
1,000
1272
$7.68K ﹤0.01%
30
1273
$7.61K ﹤0.01%
100
-2,120,781
1274
$7.57K ﹤0.01%
162
+20
1275
$7.52K ﹤0.01%
72
-104
49 50
51
52 53